Top 5 Blog Posts from 2020
The end of the year is quickly approaching, and after an unforgettable year we wanted to recap our top 5 blog posts from 2020! Here’s our 5 most read posts from this past year: 1. Should I Make a Roth…
2020 Contribution Limits
For 2020, quite a few of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase your…
Be on the Alert for New Text Message Scams
Gone are the days when your biggest telephone worry was getting an annoying telemarketing call. As new technology is developed, unfortunately, new scamming techniques come with it, including a recent influx of text message scams. While you should always be…
Niamh Douglas Joins Financial Symmetry
Niamh Douglas has joined FSI as our newest Client Service Associate, and we are excited to welcome her to the team! She graduated in May 2019 from Appalachian State University with a degree in finance and banking. She joined our…
Allison Berger Joins the NAPFA South Region Board
Allison Berger is the Academic Outreach Coordinator for the NAPFA South Region Board. She is responsible for being the liaison between Financial Planning programs at colleges and NAPFA. Her role is to communicate with Finance Departments and coordinate speakers at…
Sam Knighton Joins Financial Symmetry
Sam Knighton has joined FSI as our administrative assistant, and we are excited to welcome her to the team! She previously has held roles as a Medical Assistant and Clinical Coordinator. Sam grew up in Selden, New York where she…
Bring Your Kids to Work Day
Last month, Financial Symmetry had our “bring your kids to work day!” It was a fun day right before the 4th of July holiday, where we had about 20 kids in attendance of all ages. Working with hundreds of families…
Our 9th Annual Client Appreciation Event
A big thank you to everyone that joined us for our 9th annual client appreciation event at the Durham Bulls game on June 12th! We were so glad that the rain held off and we could enjoy a cool June…
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s. Understanding the unexpected roadblocks surrounding a 401K rollover is a…
2019 Contribution Limits
For 2019, just about all of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase your…
